Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Lee Phillips is a financial advisor with Fidelity Personal and Workplace Advisors. Trevor has been in the financial services industry since 2002. Trevor has experience in providing financial advice to individuals, corporations, and other businesses. Trevor is registered with the Securities and Exchange Commission (SEC) and is also licensed to sell securities in 52 states. Trevor also holds the Series 7, Series 6, Series 63, and Series 66 licenses. Trevor has a strong track record of providing clients with the financial advice and guidance they need to achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
04/20/2004 - 06/06/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
MI
12/11/2001 - 03/02/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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